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Colonial Trust Advisors: SSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colonial Trust Advisors on SSB, newest first. How the timeline and the estimate are built.

Colonial Trust Advisors held 4,144 SSB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,144 shares
    Change vs previous 13F -50 shares

    0.03% of the 13F portfolio, value $413,971.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,194 shares
    Change vs previous 13F -1,294 shares

    0.03% of the 13F portfolio, value $388,016.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,488 shares
    Change vs previous 13F -1,011 shares

    0.04% of the 13F portfolio, value $516,462.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,499 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $642,542.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).